Wade Financial Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Buy |
4,534
+64
| +1% | +$5.23K | 0.13% | 57 |
|
|
2024
Q4 | $340K | Buy |
4,470
+719
| +19% | +$54.7K | 0.12% | 59 |
|
|
2024
Q3 | $316K | Hold |
3,751
| – | – | 0.11% | 63 |
|
|
2024
Q2 | $296K | Sell |
3,751
-149
| -4% | -$11.7K | 0.11% | 64 |
|
|
2024
Q1 | $312K | Sell |
3,900
-40
| -1% | -$3.2K | 0.11% | 63 |
|
|
2023
Q4 | $298K | Buy |
3,940
+310
| +9% | +$23.4K | 0.11% | 66 |
|
|
2023
Q3 | $251K | Hold |
3,630
| – | – | 0.11% | 65 |
|
|
2023
Q2 | $265K | Sell |
3,630
-1,250
| -26% | -$91.2K | 0.1% | 67 |
|
|
2023
Q1 | $351K | Hold |
4,880
| – | – | 0.15% | 60 |
|
|
2022
Q4 | $321K | Sell |
4,880
-7,075
| -59% | -$465K | 0.15% | 65 |
|
|
2022
Q3 | $671K | Buy |
11,955
+50
| +0.4% | +$2.81K | 0.34% | 40 |
|
|
2022
Q2 | $747K | Sell |
11,905
-2,200
| -16% | -$138K | 0.35% | 41 |
|
|
2022
Q1 | $1.04M | Buy |
14,105
+10,560
| +298% | +$779K | 0.45% | 37 |
|
|
2021
Q4 | $282K | Hold |
3,545
| – | – | 0.15% | 65 |
|
|
2021
Q3 | $278K | Buy |
+3,545
| New | +$278K | 0.16% | 64 |
|